Manager - Private Equity Advisory

Overview

This role supports Private Equity clients and their portfolio companies by providing finance transformation and operational enhancements that drive value creation. Engagements typically fall into three categories: Finance Projects, Strategy Projects, and Accounting Projects, with opportunities to lead workstreams, support CFO transformation, and contribute to integrated solutions.

Responsibilities

Work across a variety of initiatives, commonly including:

Finance Projects

• Lead development of KPI dashboards for Private Equity sponsor and management reporting
• Develop, maintain, and assist clients in transitioning to a rolling 13-week cash model
• Prepare budgets and forecasts with detailed assumptions and levers
• Develop reporting packages submitted to banks on a monthly/quarterly basis
• Act as a project manager for key finance initiatives using PMO tools
• Assist executive leadership of portfolio companies in preparing board presentations
• Serve in Interim FP&A roles with a focus on process development

Strategy Projects

• Prepare OCFO (Office of the CFO) strategy decks assessing people, processes, and technology within the finance function for new platform investments
• Make recommendations to help the OCFO achieve the desired operating model
• Support financial due diligence projects (buy-side/sell-side quality-of-earnings reports)
• Develop carve out financials for potential divestitures
• Participate in post-closing M&A integration support and planning

Accounting Projects

• Advise on complex accounting policy adoption (ASC 606 revenue recognition, ASC 842 leases, ASC 805 business combinations, etc.) at portfolio companies
• Prepare closing statements for new acquisitions
• Participate in post-closing negotiations with sellers on final closing balance sheet in accordance with the purchase agreement
• Develop opening balance sheets for acquisitions in accordance with US GAAP
• Serve in Interim Controller roles with a focus on process development
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients in accordance with company policies on data protection, intellectual property, and professional standards
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes

What You’ll Bring

• 6+ years of experience in a client-facing role at a public accounting firm or equivalent consulting firm with project experience in Transaction Advisory Services, Restructuring, M&A strategy, Deals, and/or FP&A, etc.
  • Or one of the following:
    • 6+ years of experience in a corporate FP&A role managing a team and reporting to internal leadership (CEO, CFO), with exposure to M&A transactions
    • 6+ years of experience in a corporate development function managing a team and reporting to internal or external stakeholders
    • 6+ years of experience working in portfolio support/operations at a Private Equity firm
• Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues
• Comfort with AI: demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
• Continuous learning mindset: openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
• Bachelor’s degree in accounting or finance
• CPA or CA certification preferred
• Experience working with Private Equity or within a highly acquisitive company
• Willingness to travel up to 40% (travel varies based on client preferences)

Preferred Qualifications

• CPA or CA certification preferred
• Experience mentoring and developing team members

Compensation & Benefits

• Comprehensive healthcare options, including medical, dental, and vision coverage
• Flexible spending accounts
• 401(k) with company matching
• Generous parental and maternity leave policies
• Technology stipends
• Wellness reimbursement programs

Location

• Not specified in the job description.

Equal Employment Opportunity

The employer provides equal employment opportunities to all employees and applicants for employment and is committed to complying with applicable federal, state, and local laws, prohibiting discrimination and harassment on any protected characteristic.